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So far User has created 74 blog entries.

A heartfelt thank you from Stelinvest SA

It is with deep gratitude and sincere emotion that we bid farewell to Erico Grassi, who is leaving our company after many years of service. Since 2006, Erico has accompanied Stelinvest SA on an important journey of growth, offering [...]

August 2025 analysis

In August, global markets continued their upward trajectory, albeit in a context marked by contrasting signals. In the United States, equity indices reached new all-time highs, supported by the strength of the technology sector, solid corporate earnings, and expectations [...]

July 2025 analysis

In July, global financial markets extended their upward momentum, supported by solid corporate earnings, accommodative monetary policies, and expectations of new fiscal stimulus. However, behind Wall Street’s record highs and the resilience of global indices, there remain signs of [...]

May 2025 analysis

Macro Outlook: Trade Escalation and Market Impact In May, the Trump administration adopted a notably aggressive stance on tariffs, alternating between new impositions and temporary suspensions. This approach has heightened volatility in financial markets and raised concerns about the [...]

April 2025 analysis

April 2025 proved to be an extremely turbulent month for global financial markets, marked by sharp instability driven by the escalation of the U.S.–China trade war. The announcement by President Donald Trump on April 2 of a new round [...]

March 2025 analysis

The month of March brought with it a mix of uncertainty, volatility and mixed signals from major financial markets. The common thread? Pressure, geopolitics, inflation, divergent economic policies, and investor reactions contributed to a challenging environment where caution and [...]

February 2025 analysis

The month of February 2025 ended with mixed signals in global markets, amidst economic uncertainty in the United States, Europe’s resilience, and the evolution of monetary policies by major central banks. The balance between inflation, economic growth, and geopolitical [...]

January 2025 analysis

The first month of 2025 confirmed the importance of politics and global macroeconomic dynamics in influencing financial markets. Donald Trump's inauguration at the White House, the return of the tariff war, and uncertainties regarding monetary policies contributed to a [...]

December 2024 analysis

The year 2024 comes to a close as one marked by complex challenges and diverse dynamics, testing the resilience of global financial markets and the adaptability of economic operators. In an environment of growing uncertainty, investors have had to [...]

Nobember 2024 analysis

Donald Trump is once again President of the United States after his defeat in 2020, despite challenges related to his political legacy and ongoing legal controversies. His campaign effectively capitalized on widespread dissatisfaction with the Biden administration, particularly on [...]

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